OWA
Opal Wealth Advisors Portfolio holdings
AUM
$360M
This Quarter Return
+5.86%
1 Year Return
+11.81%
3 Year Return
+45.97%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(-5.6%)
Cap. Flow
-$17.6M
Cap. Flow
% of AUM
-10.3%
Top 10 Holdings %
Top 10 Hldgs %
71.69%
Holding
142
New
16
Increased
66
Reduced
26
Closed
28
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.05M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$926K |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$885K |
| 4 |
S&P Global
SPGI
|
$570K |
| 5 |
Meta Platforms (Facebook)
META
|
$479K |
Top Sells
Sector Composition
| 1 | Technology | 5.37% |
| 2 | Healthcare | 4% |
| 3 | Financials | 2.22% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Communication Services | 1.64% |
